Customer Success Specialist

Agtexas Farm Credit Services - Levelland, TX

Full-time - Entry Level

Levelland, TX

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Customer Success Specialist at AgTexas Farm Credit Services is responsible for providing intermediate-level general office support, focusing on customer service and administrative tasks related to loan servicing. This role involves interacting with the public, answering inquiries, and ensuring efficient processing of loan-related documentation.

Responsibilities

• Perform various loan administrative and servicing duties including answering borrower's questions, routing applications, data entry, processing loan payments, monitoring insurance requirements, and reporting.
• Monitor and maintain records for budgets, work plans, schedules, and projects; prepare, type, and process forms such as those needed for office supplies, expense reports, and time sheets.
• Answer incoming calls to department staff, representing the department or association professionally; relay messages and transfer calls to appropriate personnel; respond to routine requests for information.
• Pick up, open, sort, and distribute mail to appropriate personnel.
• Use computer systems to assist in preparing reports and budgets; store/manipulate data through various software programs, spreadsheets, and databases.
• Coordinate and schedule external and internal meetings, training activities, and seminars; arrange for meeting space, coffee service, and luncheon reservations; make travel arrangements for staff as directed.
• Operate a variety of standard office equipment, including computers, telephones, photocopiers, fax machines, and scanners.

Requirements

• High school diploma or equivalent.
• Three or more years of general office/clerical experience and/or customer service experience.
• General knowledge of accounting/financial systems and office equipment.
• Familiarity with standard records management and file classification practices, insurance, crop insurance, and credit life insurance documentation.
• Good oral and written communication skills.
• Basic skills in Microsoft Office applications.
• Ability to deliver excellent customer service.

Benefits

• Medical, Dental, Vision, Life and Long-Term Disability Insurance
• 401(k) Matching and Defined Contribution Plan
• Incentive Plan
• Fitness Benefit
• Mobile Phone
• Paid Time Off
• Tuition Reimbursement
• Company Apparel
• Corporate Discount Programs